Samantha Rolfe Email & Phone Number

Brisbane, Queensland, Australia

I played a pivotal role in developing your and launching innovative financial products tailored to our customers' needs. My key contributions included:- Green Personal Loan: Led the development and successful launch of the Green Personal Loan, designed to encourage and finance environmentally-friendly purchases. This product became a key differentiator in the market, attracting eco-conscious customers and enhancing the bank’s sustainability credentials.- Risk-Based… Show more I played a pivotal role in developing your and launching innovative financial products tailored to our customers' needs. My key contributions included:- Green Personal Loan: Led the development and successful launch of the Green Personal Loan, designed to encourage and finance environmentally-friendly purchases. This product became a key differentiator in the market, attracting eco-conscious customers and enhancing the bank’s sustainability credentials.- Risk-Based Pricing: Led the implementation of a risk-based pricing model, optimising loan pricing strategies to better align with customer risk profiles. This initiative improved the bank’s competitive edge, increased profitability, and ensured more personalised loan offers for our customers.Market Research & Analysis: Conducted in-depth market research and data analysis to identify customer needs and trends, informing the development of innovative and relevant financial products.Cross-Functional Collaboration: Worked closely with marketing, compliance, and IT teams to ensure seamless product launches and effective communication strategies, resulting in a positive impact on customer acquisition and retention.Product Lifecycle Management: Managed the full lifecycle of financial products from concept through to launch, including ongoing performance monitoring and optimisation to meet changing market demands. Show less

As a Business Relationship Manager at Australian Finance Group, one of Australia’s leading mortgage aggregators, I was responsible for managing and nurturing relationships with a network of over 400 brokers. My key achievements and responsibilities included:Product Sales: Successfully sold five residential loan products and one commercial product, tailored to meet the diverse needs of brokers and their clients. My efforts directly contributed to increasing market share and driving… Show more As a Business Relationship Manager at Australian Finance Group, one of Australia’s leading mortgage aggregators, I was responsible for managing and nurturing relationships with a network of over 400 brokers. My key achievements and responsibilities included:Product Sales: Successfully sold five residential loan products and one commercial product, tailored to meet the diverse needs of brokers and their clients. My efforts directly contributed to increasing market share and driving growth across two key portfolios.Broker Engagement: Developed and maintained strong, collaborative relationships with brokers, providing them with the support and resources needed to maximise their success. My approach ensured high levels of broker satisfaction and loyalty.Market Share Growth: Strategically positioned the products within the market, resulting in significant market share gains. This was achieved through targeted sales strategies, competitive product offerings, and exceptional broker support.Training & Development: Delivered regular training sessions and workshops to equip brokers with in-depth product knowledge and effective sales techniques, empowering them to better serve their clients and increase their own market presence.Cross-Portfolio Management: Successfully managed and expanded two major portfolios, focusing on both residential and commercial products. This dual focus allowed for a comprehensive approach to market penetration and broker engagement. Show less

Sydney, Australia

Credit Risk Assessment: Conducted detailed credit analyses for high-value residential and commercial loan applications, evaluating financial statements, credit histories, and market conditions to determine risk levels and recommend appropriate loan structures.Loan Approval & Underwriting: Managed the end-to-end underwriting process for complex loan applications, ensuring all decisions were aligned with the bank’s risk appetite and compliance requirements. My work contributed to… Show more Credit Risk Assessment: Conducted detailed credit analyses for high-value residential and commercial loan applications, evaluating financial statements, credit histories, and market conditions to determine risk levels and recommend appropriate loan structures.Loan Approval & Underwriting: Managed the end-to-end underwriting process for complex loan applications, ensuring all decisions were aligned with the bank’s risk appetite and compliance requirements. My work contributed to maintaining a high-quality loan portfolio with minimised default rates.Risk Mitigation Strategies: Developed and implemented risk mitigation strategies, including tailored loan covenants and credit enhancements, to protect the bank’s interests while supporting clients' financing needs. Show less

Brisbane, Austra

Bachelor’S Degree, Finance

Financial Modeling & Valuation Analyst, Accounting And Finance

Education record

Certificate Iv In Finance And Mortgage Broking, Finance, General